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traded canola in both Canada and China, kind of like soybean complex

AS China gov's trying to boost the property sector these days but as this article put, developers' re hesitate to invest and 2016 could be as tough as 2015 for metals...

midwest getting dry

maybe long canola short soybean, for weather is more challenging for Canada and Europe

too much rain in the south it seems

IF nino 's big , it will cut palm oil production in Asia to support all veg oils prices,while wet weather in US will bring good bean yield so suppress price of soybean,so it's natural to long soyoil and short soybean or soymeal

long soyoil - short soymeal is the nino trade,follow the big story of the year,EPA as bonus

Maybe long palm oil short soybean oil ,for el nino will affect palm trees in Asia more

soybeans N-X can go below 10 ,for USDA planting area report by end of June can hit it real hard, US farmers seem to plant more beans than USDA previous est.

when el nino hurt palm tree in Asia, it may lift both palm oil and soy oil

el nino can bring some volatility hopefully

long soybean oil -short soybean meal,for el nino and bird flu

Maybe for USDA cut old crop stock,still a big surplus if consider demand cut by bird flu

very likely ,the crop would be so big that even China can't reduce the ending stock

Another article about why it makes sense to short new crop soybean or just be not so bullish about beans . The Argentina and Brazil strikes can not last for long and China demand for US bean will soon be switched to SA...

The rain can reduce some corn area in the South and change for beans.USDA may lift both its yield and area estimated figures for soybean in coming months.

Also the bird flu in midwest worth watching, could be a big drag for soybean meal and corn

given the high stock level of soybean, guess that both soymeal and soybean can go deep contango

Soybean Jul-Sep also in backwardation despite low price and high stocks, maybe the stocks are not low enough for both cotton and soybean to go full contango

wait for the new USDA WASDE